FinListics Customized Workshops and Webinars

Integrating your focused industries and solutions into our methodology

To sell at the executive level, professionals must:

• Understand the key financial metrics a client’s executives manage
• Know a client’s business strategies and challenges
• Link their solutions to a client’s business and financial goals
• Articulate how their solutions create client value
• Estimate the potential value their solutions deliver

FinListics has developed and delivered customized education to help meet these needs for thousand of sellers worldwide at companies like IBM, SAS, UPS, EDS, Citi and FedEx. Our customization includes integrating your focused industries and solutions, and related education into our proven education methodology.

Our education is hands-on, letting participants apply what they’ve learned to their accounts during the workshop. Key activities include extensive report-backs and role-playing.

During the education process, each participant prepares a client analysis consisting of a:

• Financial analysis to identify trends and gaps in financial performance and to conduct more focused client research
• Review of a client’s Annual Report and other documents like investor presentations to better understand:
• Changes in the client’s financial performance
• The client’s business and financial goals and strategies
• How their solutions map to the client’s goals and strategies

Using the research above, participants:

• Develop an account strategy based on the above research
• Prepare a client-facing discussion document